Introducing Ottimate Copilot: The First Conversational AP Assistant That Works With You
by Krishna Janakiraman
Say hello to Conversational AP.
Ottimate Copilot is the first AI assistant built specifically for Accounts Payable that doesn’t just answer your questions, it proactively works with you to optimize your AP operations. Whether you’re trying to track invoices, avoid late payments, or improve cash flow, Copilot provides intelligent, real-time insights through a simple conversation. And when it spots something unusual, it tells you before it becomes a problem.
That kind of proactive partnership is long overdue in AP — because behind every invoice and payment is a team that’s juggling constant complexity with limited time and tools.
Accounts payable is a critical (but often underappreciated) function in any organization. AP professionals are the backbone of finance operations, yet their work is anything but easy. Teams are under constant pressure to close books faster, minimize errors, and stay compliant – and they’re often expected to manage it all with leaner teams and tighter resources.
Then, when AP professionals need answers, they’re stuck digging through spreadsheets, documents, and dashboards just to find what they’re looking for.
But not for long.
For years, AP teams across industries and company sizes have turned to Ottimate to simplify and streamline the entire invoice lifecycle. Now, we’re excited to introduce our latest innovation: Ottimate Copilot, a conversational AI assistant built to help AP teams save time, reduce friction, and stay in control.
Read on to learn why we built Ottimate Copilot, how it works, and how it can help your team uncover new opportunities to boost efficiency, manage cash flow, and strengthen profitability.
Why we built Ottimate Copilot
AI isn’t exactly new. But over the past few years, it’s taken a massive leap forward. What once felt experimental is now practical, powerful, and ready for everyday work.
We’re no strangers to AI
At Ottimate, we’ve always believed in using technology to make life easier for finance professionals. In fact, we’ve been building AP-specific AI tools for more than a decade – long before ChatGPT was released and generative AP became a household name.
AI is evolving rapidly
But the AI landscape has changed dramatically – and fast. Large language models can now understand context, interpret intent, and respond in natural language in ways that simply weren’t possible even a year ago.
Now’s the moment to empower our customers
We saw this as a defining moment and a golden opportunity to help our customers harness the power of modern AI to change the way they work.
But we didn’t just set out to build another AI tool. We set out to solve a very real problem: getting answers in AP takes too much time.
Traditional conversational AI waits for you to ask the right question. But Ottimate Copilot goes further — identifying anomalies in your AP data, highlighting payment risks, and flagging missed opportunities automatically. It brings a proactive layer to the AP process, one that acts more like a teammate than a tool.
When you need to know which invoices are due next week or how much cash you’ll need by Monday, you shouldn’t have to hunt down reports or click through a maze of dashboards. Instead, you should be able to just ask a question and get an instant, actionable response right away.
We built Ottimate Copilot to do just that.
With Copilot, modern AI is available through a conversational interface. By combining natural language processing with Ottimate’s real-time AP data, Copilot turns complex workflows into simple, natural conversations. Copilot helps AP teams move faster and make better decisions – all within the flow of work.
This isn’t just about keeping up with AI trends. It’s about staying ahead of a major shift – and ensuring our customers are at the forefront of that transformation.
What makes Ottimate Copilot different
Most AI tools wait to be told what to do. Copilot doesn’t.
Ottimate Copilot combines a conversational interface with proactive intelligence. That means:
- You can ask it a question and get real-time, accurate AP data.
- But it can also spot problems before you do — and bring them to your attention.
- It’s the first conversational AP solution built specifically to optimize the full invoice-to-payment lifecycle.
How Ottimate Copilot works
Ottimate Copilot is a conversational AI assistant that lives right within the Ottimate platform. It provides a simple, intuitive chat interface where Ottimate users can ask questions and get accurate, real-time answers based on their AP data.
A natural interface for complex questions
Using Ottimate Copilot doesn’t require extensive training or a new way of working. Instead, it meets you where you are – right within your existing workflow.
Instead of digging through documents or clicking through dashboards, you can simply ask Ottimate Copilot a question. It understands your intent, queries your data, and provides accurate, instant responses – all within the flow of work.
Who Ottimate Copilot helps
Ottimate Copilot is designed to solve complex challenges across multiple roles in finance and operations.
AP professionals
Ottimate Copilot helps AP teams save time and reduce manual work. For example, instead of manually searching through records, they can ask Copilot to locate specific invoices instantly.
Copilot also supports task management. For example, a user might say: “I need to leave work in three hours. Can you show me the top 10 invoices I need to focus on before I go?” Copilot quickly prioritizes based on urgency, due date, and other factors.
CFOs and Directors of Accounting
Finance leaders can use Ottimate Copilot to answer cash flow questions and identify operational trends. For example, they might ask:
- How much cash do I need to have to make all payments by next Friday?
- How many invoices were processed by my AP staff last month compared to the month prior?
Procurement
Procurement teams can use Copilot to analyze pricing and spot cost-savings opportunities. For example, they might ask, “What’s the average price I’m paying for 10 pounds of tomatoes?” They can compare that to historical pricing or even market benchmarks.
And that’s just the tip of the iceberg.
Superpowering AP teams – without replacing them
While Ottimate Copilot is intelligent, it isn’t autonomous. Humans remain in control, with AI acting as a powerful partner in the process.
Copilot doesn’t make decisions for you. But it does give you the insights and speed you need to make smarter decisions, faster.
What Ottimate Copilot means for your team
There’s no doubt the launch of Ottimate Copilot is a critical product milestone. But more importantly, it’s a meaningful step towards solving some of the most pressing challenges of finance teams.
Modern AP teams are under pressure to do more with less. Copilot eases the burden by turning time-consuming, tedious tasks into quick conversations and making actionable insights more accessible.
Time savings
Manual processes like hunting down invoices, building payment plans, and pulling reports are time-consuming and tedious. With Copilot, these tasks are as simple as a conversation. Your teams can check off tasks and get actionable insights in seconds, leaving them with more time to focus on strategic work that moves the business forward.
Smarter decisions, faster
AP and finance decisions should be based on facts, not gut instincts. With Copilot, teams can get the information they need when they need it. That means they can confidently make impactful decisions faster.
An always-on partner
Copilot isn’t a coworker that gets tired or needs time to switch between tasks. Instead, it works whenever and wherever you need it. AP teams can stay one step ahead – even as workloads grow and teams shrink.
Ready to see what Ottimate Copilot can do for you?
For more than 10 years, Ottimate has been committed to using technology in innovative ways to make life easier for AP teams. With the launch of Ottimate Copilot, we’re taking that commitment to the next level and ushering in a new era for accounts payable.
Whether you’re managing cash flow, reconciling invoices, or looking for new efficiencies across the invoice lifecycle, Copilot helps you get there faster. You’ll get instant answers, simplified workflows, and powerful AI that works alongside your team – not in place of them.
Ottimate Copilot goes live in September, with early access available through our waitlist program. Want to be among the first to see what Ottimate Copilot can do for you? Join the waitlist today, and we’ll be in touch as soon as Copilot is available for your team.